Islet Management’s American Woodmark AMWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-137,173	Closed	-$11.6M	–	56
2019 Q2	$11.6M	Sell	137,173 -18,827	-12%	-$1.59M	1.33%	12
2019 Q1	$12.9M	Buy	156,000 +31,000	+25%	+$2.56M	1.49%	12
2018 Q4	$6.96M	Buy	+125,000	New	+$6.96M	1.11%	13